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NFP Retirement Inc’s IBM IBM Stock Holding History

NFP Retirement Inc’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$404K Sell
1,437
-740
-34% -$186K 0.02% 228
2026
Q1 		$528K Sell
2,177
-229
-10% -$62K 0.03% 191
2025
Q4 		$713K Sell
2,406
-161
-6% -$48.2K 0.04% 163
2025
Q3 		$724K Sell
2,567
-1,122
-30% -$294K 0.05% 159
2025
Q2 		$1.09M Buy
3,689
+169
+5% +$43.5K 0.07% 126
2025
Q1 		$875K Sell
3,520
-86
-2% -$21K 0.07% 128
2024
Q4 		$793K Sell
3,606
-268
-7% -$59.7K 0.06% 142
2024
Q3 		$856K Sell
3,874
-62
-2% -$12.2K 0.07% 133
2024
Q2 		$681K Sell
3,936
-197
-5% -$34.2K 0.06% 149
2024
Q1 		$789K Buy
4,133
+2,145
+108% +$391K 0.07% 136
2023
Q4 		$325K Buy
1,988
+2
+0.1% +$302 0.06% 181
2023
Q3 		$279K Buy
1,986
+2
+0.1% +$285 0.05% 189
2023
Q2 		$265K Sell
1,984
-17
-0.8% -$2.19K 0.05% 195
2023
Q1 		$262K Buy
2,001
+2
+0.1% +$268 0.05% 202
2022
Q4 		$282K Buy
1,999
+3
+0.2% +$414 0.06% 194
2022
Q3 		$237K Buy
1,996
+45
+2% +$5.91K 0.06% 197
2022
Q2 		$275K Buy
1,951
+47
+2% +$6.34K 0.07% 190
2022
Q1 		$248K Buy
+1,904
New +$248K 0.06% 191

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NFP Retirement Inc's IBM Position: Q2 2026 in Review

NFP Retirement Inc reduced its IBM (IBM) stake by 34% in Q2 2026, selling an estimated $186K and leaving 1,437 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #228.

NFP Retirement Inc first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.09M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • NFP Retirement Inc held 1,437 shares of IBM worth $404K as of Q2 2026.
  • NFP Retirement Inc sold 740 IBM shares in Q2 2026, an estimated $186K.
  • IBM made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #228 holding.
  • NFP Retirement Inc first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • NFP Retirement Inc's IBM position peaked at $1.09M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.